IMPLEMENTATION & MIGRATION
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EZLynx CRM
HubSpot
Modernize your insurance agency from EZLynx CRM to HubSpot
Seamlessly transition your entire book of business using SuprSwitch's proprietary transformation layer. We migrate complex policy data and household relationships into HubSpot without the manual export-import headache.
100%
Mapping Accuracy
< 72 hrs
Migration Time
Zero Loss
Data Integrity
"How do you handle the EZLynx 'Household' structure in HubSpot?"
Our in-house engine reconstructs EZLynx Household hierarchies using native HubSpot Company associations and custom object labels to keep families connected.
"Can we move active and expired Policy data into HubSpot Deals?"
SuprSwitch's native schema mapping identifies LOB, Carrier, and Expiration dates, transforming them into HubSpot Deal stages with custom property accuracy.
"What happens to our agency's historical Notes and Attachments?"
Every agent note and PDF attachment is extracted directly and refactored into the HubSpot Timeline, preserving original timestamps and ownership.
Why SuprSwitch
Why agencies switch with SuprSwitch
Manual CSV exports from EZLynx lose the relationships between Applicants, Households, and Policies. SuprSwitch maintains the insurance context.
Automated Normalization
Stop wrestling with EZLynx's rigid report exports. Our transformation layer handles the normalization of insurance-specific fields automatically.
Relationship Persistence
We preserve the link between Personal Lines, Commercial Lines, and the individual Applicants responsible for them.
Renewal Ready
Move your Policy LOBs, Premium amounts, and Carrier details into HubSpot pipelines to trigger automated renewal workflows.
Secure Extraction
Your data is processed through our secure, proprietary engine, ensuring PII and sensitive policy information never touches third-party tools.
Trusted by 200+ sales-led teams who migrated off
Data Coverage
Deep Data Coverage for Insurance Agencies
We don't just move contacts; we move your entire EZLynx environment into HubSpot's modern CRM.
Applicants
All records
Applicants
Contacts
💡 Mapped to HubSpot Contacts with lead source and preferred contact method intact.
Households
All records
Households
Companies
💡 Rebuilt as Company records or Parent-Child associations depending on your HubSpot tier.
Policies
All records
Policies
Deals
💡 Converted into HubSpot Deals with custom properties for Carrier, LOB, and Premium.
Notes
All records
Notes
Timeline Events
💡 Agent comments and historical logs are migrated as Timeline Engagements.
Tasks
All records
Tasks
Tasks
💡 Pending renewals and follow-ups are migrated as HubSpot Tasks with due dates.
Documents
All records
Documents
Attachments
💡 Policy PDFs, ID cards, and dec-sheets are uploaded and linked to the correct record.
Under the Hood
The SuprSwitch Advantage
Our proprietary transformation layer bypasses standard migration limitations to ensure a perfect mirror of your EZLynx data.
Direct Data Extraction
Native MappingOur engine understands the EZLynx underlying database structure, ensuring no insurance-specific field is left behind.
Intelligent Cleansing
Clean DataWe automatically de-duplicate applicants and standardize phone/email formats during the transformation phase.
High-Volume Engine
No LimitsUnlike standard tools, our in-house engine handles large file attachments and complex historical timelines without timeouts.
Schema Auto-Generation
Custom SchemaSuprSwitch creates the necessary HubSpot Custom Properties automatically to match your EZLynx custom fields.
100% Data Fidelity Guarantee
We verify record counts and field values in before sign-off. Any discrepancy is fixed before you go live.
30-Day Post-Migration Support
A dedicated migration engineer is available for 30 days post-launch to fix any data issues that surface after your team starts using.
SOC 2 Compliant Process
Data is encrypted in transit and at rest. We never store your credentials — OAuth tokens are used and revoked per migration.
Migration Architecture
The 4-Step Agency Transformation
How we move your book of business from EZLynx to HubSpot.
1
Source Extraction
Our direct extraction engine pulls your complete EZLynx data set, including all Policy and Household links.
Day 1
2
Schema Mapping
The transformation layer refactors insurance-specific data into HubSpot-friendly Contact, Company, and Deal objects.
Day 1-2
3
Integrity Audit
We run a validation pass to ensure every Policy is linked to the correct Applicant and every Note is on the right Timeline.
Day 2
4
HubSpot Deployment
Data is deployed to your HubSpot portal, and we provide a final report confirming successful record ingestion.
Day 3
End-to-end encryption for all EZLynx data during the migration lifecycle.
Maintains complex policy-to-applicant relational mapping without data flattening.
Proprietary in-house engine built specifically for agency management system transitions.
The Human Element
Beyond Automation: In-House RevOps Experts
Our proprietary engine handles 99% of the heavy lifting, but every CRM has strict platform limitations. When HubSpot restricts automated imports for complex workflows or proprietary activity history, our in-house RevOps professionals step in.
We manually rebuild the business logic that machines can't touch, ensuring your new environment is perfectly tuned and ready for your sales team on day one.
What our experts handle manually:
Complex Workflows & Automations
Automated engines cannot migrate business logic. We manually translate and rebuild your HubSpot automations natively in HubSpot.
Restricted Activity History
Some historical data types are locked by HubSpot. Our team uses creative data-structuring to ensure no context is lost.
Custom Object Architecture
When standard mapping isn't enough, we architect and deploy custom objects in HubSpot to match your exact sales motion.
Choose the Migration Plan That Fits Your Business
Whether you want complete control or expert guidance, we’ve got you covered.
Self-Service
$499
Starting price, up to 50,000 records
Access to all supported CRMs
Free Sample migrations
Real-time Preview
Migration Analytics Report
Guided Migration
$999
Starting price, varies on volume.
Everything in Self-Service +
Selective Data Migration
Expert Migration Guidance
Data Mapping Support
Data Quality Management
Custom Migration
$Talk to us
Custom quotes for complex migrations.
Everything in Guided Migration +
Complex Field Transformations
Industry-Specific Customizations
Legacy System Integration
Complex Data Filtering
FAQs
Common Questions About Migration
Relationships
Will my Household relationships be lost?
We use native HubSpot associations to link multiple Contacts to a single Company record, representing the EZLynx Household, ensuring your family-based marketing remains effective.
Data
Does SuprSwitch migrate individual Policy details?
Yes, we map the Line of Business (LOB), Carrier Name, and Policy Number into custom Deal properties so you can filter and report on your book of business immediately.
History
Can we move our historical agent notes?
Absolutely. All historical agent notes are migrated to the HubSpot Timeline with their original 'Created Date' and 'Owner' attributes preserved.
Technology
How is SuprSwitch different from using a standard migration tool?
SuprSwitch uses a direct data extraction method and a proprietary transformation layer that is significantly faster and more reliable than standard API-based migration tools.
Operations
Will there be any downtime in my EZLynx CRM during migration?
No. Our extraction process is non-intrusive. Your team can continue using EZLynx until the moment you are ready to switch over to HubSpot.